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Aegis Wealth Management LLC

Position in CHGX — Stance Sustainable Beta ETF

CIK 1628818 BETHESDA, MD

Position in CHGX

as of Mar 31, 2026 · filed Apr 23, 2026
Position Value
$378,040
-$5,187 QoQ
Shares Held
14,096
0.0% QoQ
Ownership
of shares outstanding
% of Portfolio
0.83%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in CHGX Over Time

Shares Held

Position Value (USD)

All Filings in CHGX

Export CSV
3 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $378,040 14,096
2025-12-31 $383,227 14,096
2025-09-30 $384,877 14,096